Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate should possess strong interpersonal skills and the ability to assist clients with their needs while maintaining a client-first mindset
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors on a daily basis.
Key responsibilities include supporting client relationships, executing transactions, answering account-related questions, and onboarding/maintaining client accounts.
The role also involves administrative support such as managing calendars, coordinating meetings, and handling general in-office support functions.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate should possess strong interpersonal skills and the ability to assist clients with their needs while maintaining a client-first mindset.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Inbound and outbound calls
Nice-to-have
Client first mindset
Team player
Adaptable and multitasker
Goal oriented and self-motivated
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred